BC
USSG icon

Brio Consultants’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Brio Consultants’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.68M Sell
124,959
-717
-0.6% -$48.1K 1.02% 25
2026
Q1 		$8.38M Buy
125,676
+8,691
+7% +$548K 1.03% 26
2025
Q4 		$7.43M Buy
116,985
+2,204
+2% +$138K 0.97% 27
2025
Q3 		$7.04M Buy
114,781
+3,578
+3% +$211K 0.97% 26
2025
Q2 		$6.33M Buy
111,203
+3,411
+3% +$179K 0.92% 28
2025
Q1 		$5.43M Sell
107,792
-1,565
-1% -$83.8K 0.85% 32
2024
Q4 		$5.9M Buy
109,357
+7,619
+7% +$417K 0.92% 25
2024
Q3 		$5.42M Buy
101,738
+2,445
+2% +$126K 0.86% 31
2024
Q2 		$5.07M Buy
99,293
+7,061
+8% +$347K 0.84% 31
2024
Q1 		$4.55M Sell
92,232
-4,423
-5% -$207K 0.77% 31
2023
Q4 		$4.28M Buy
96,655
+9,310
+11% +$385K 0.76% 32
2023
Q3 		$3.46M Sell
87,345
-6
-0% -$247 0.65% 35
2023
Q2 		$3.55M Buy
87,351
+5,554
+7% +$214K 0.64% 34
2023
Q1 		$3.07M Buy
81,797
+9,051
+12% +$330K 0.57% 40
2022
Q4 		$2.53M Buy
72,746
+6,612
+10% +$231K 0.51% 41
2022
Q3 		$2.25M Buy
+66,134
New +$2.4M 0.48% 44

Other funds holding USSG

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Brio Consultants's USSG Position: Q2 2026 in Review

Brio Consultants reduced its Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) stake by 0.57% in Q2 2026, selling an estimated $48.1K and leaving 124,959 shares worth $8.68M. The position accounts for 1.02% of the portfolio, ranked #25.

Brio Consultants first reported a position in USSG in Q3 2022 and has held it in 16 quarters since. 84 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • Brio Consultants held 124,959 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $8.68M as of Q2 2026.
  • Brio Consultants sold 717 Xtrackers MSCI USA ESG Leaders Equity ETF shares in Q2 2026, an estimated $48.1K.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 1.02% of Brio Consultants's portfolio in Q2 2026, its #25 holding.
  • Brio Consultants first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 84 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.